See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,899 | $83,477-3.1% | $125,175-35.4% | $72,985+10.8% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 19.29% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $444 | $2,345-81.1% | $3,865-88.5% | $2,440-81.8% |
| Participant deferral / active EE | $3,164 | $3,585-11.7% | $4,937-35.9% | $3,607-12.3% |
| Admin fee / account holder | $8,434 | $5,517+52.9% | $9,702-13.1% | $5,124+64.6% |